Raymond James & Associates, Inc
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About this Advisor
Leonard Segal is an investment advisor located in Dallas, Texas. Currently a registered investment advisor at Raymond James & Associates, Inc, they have gathered 12 years of work experience. Segal maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Segal can operate based out of Texas. Over the course of their career, they have held roles at Koalaty Cleaners, Champions Dfw, Phifer & Assoc and Raymond James & Associates Inc. Raymond James & Associates, Inc is headquartered in Dallas, Texas, and operates out of 422 additional locations throughout the United States. In aggregate, Raymond James & Associates, Inc manages $143 billion in assets across 472,443 accounts and employs more than 13,277 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Raymond James & Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Leonard Segal Work History
Leonard has 12 years of experience.
Raymond James & Associates Inc
Phifer & Assoc
Leonard Segal has disclosures.
Please visit their SEC profile for more details.